$ 60.00
| Availability |
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| Odoo Apps Dependencies |
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Employees (hr)
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| Lines of code | 802 |
| Technical Name |
document_expiry |
| License | OPL-1 |
| Website | http://www.synconics.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 802 |
| Technical Name |
document_expiry |
| License | OPL-1 |
| Website | http://www.synconics.com |
In the Document Expiry module, any type of document can be included, such as employee documents, company documents, or other documents. In this module, we have configured an email reminder for expiry. The selected expiry date is used, and a reminder is sent to users' emails on that date. If the document is not renewed and the expiry date arrives, the document becomes expired. In this case, a 'Renew' button becomes visible, allowing the user to easily renew the document.
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Document Issued
Documents Expiry Notifications
Documents Expired
Documents Renew
| Document Expiry Tracking | The module tracks the expiry date of various types of documents (employee documents, company documents, or other documents) |
|---|---|
| Email Reminders | Configurable email reminders are sent to users based on the selected expiry date to notify them about the upcoming expiry |
| Automatic Expiry | If a document is not renewed before the expiry date, it automatically becomes expired |
| Renewal Button | Once the document expires, a "Renew" button becomes visible, allowing the user to easily renew the document |
| User-Friendly Interface | The module is designed to be simple and easy for users to interact with, allowing for quick document renewal |
| Customizable Expiry Settings | The expiry date and reminder notifications can be customized according to user preferences or specific business needs |
| Document Renewal Process | The renewal process is simplified by providing a direct button for users to renew the expired document without complications |
Go to Document Expiry >> Configuration >> Document Type.
The user will create employee-wise documents, filling in all the required information and attaching multiple documents as necessary.
After this, the user will configure the expiry email configuration the notification date.
The user will click the "Submit" button to confirm the document, which will then move to the Confirm stage.
After confirmation, an email is sent to the manager.
If multiple managers have been configured, all the configured managers will receive the email. Additionally, you can view the chatter, as shown in the screenshot below.
After the user confirm the document, the manager will see an "Issue" button.
When the manager click the "Issue" button, the document will move to the "Issued" stage.
Once the document is issued, a reminder email will be sent to the user.
If the document has expired, it can be renewed.
When the document expires, the user will also be able to view the chat sent by the manager.
The user will also receive an email regarding the expired document.
The expired document is renewed by the manager by clicking the "Renew" button.
After the Renew document by manager an email is sent to the user, as shown in the screenshot.
When the manager renew the document, the user will be able to view the 'renew stage' and modify the document to renew it.
What is the purpose of the Document Expiry Tracking module?
The purpose is to ensure that users receive notification emails both before and after a document's expiration.the system manages the expiry dates of various types of documents, including employee records, company-related documents, and other relevant files.
How do the email reminders work?
Configurable email reminders are automatically sent to users based on the selected expiry date, notifying them in advance about upcoming document expirations.
What happens if a document is not renewed before the expiry date?
If a document is not renewed prior to its expiry date, it will automatically be marked as expired.
How can I renew an expired document?
When a document expires, a "Renew" button appears, allowing you to easily renew the document through the manager.
Can the expiry settings be customized?
Yes, the expiry date and reminder notifications can be customized to meet user preferences or specific business requirements.
I still have some queries to ask you.
You can drop your queries on our email id - contact@synconics.com or communicate with us via Skype - synconics.technologies.
I want to see/test functionality of this module, can you able to provide us a demo link?
Please contact us for it.
Is it possible for you to add on some new features in this module as per my or my company requirements?
Our company's dedicated team of experts will map your company's requirements, and will do customization accordingly. You can contact us using our company Email id: contact@synconics.com.
Till how much time do I get free support for this module from your company, once I purchase this app?
Our company will give free support for 30 days. 1 month bug free support period will be offered pertaining to any one server used, testing or live.
All the apps are to be purchased separately, for individual versions and
individual edition.
-
One month free bug support period will be offered pertaining to any one
server used, testing or live.
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Synconics is not responsible for installation or updating of the module on
any of your server.
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If an error appears in our app due to other custom modules installed in your
system or if Odoo base source code is not updated on your system, to make it
compatible with your source code, we'll charge you for our efforts to
resolve those errors and make the module compatible with your source code.
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Please refer the document for configuration. If any support is needed for
module configuration, installation, updating or any help is needed, it will
be considered in paid support.
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Please note that you are not allowed to distribute or resell this module
after purchase.
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This module is tested and working on Odoo vanilla with Ubuntu OS.
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Support services will be provided from Monday to Friday, 10:30 AM to 7 PM
IST (Indian Standard Time).
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Support will not be provided during Indian public holidays or company
holidays.
All the apps are to be purchased separately, for individual versions and
individual edition.
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